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LocalTapiola Asset Management Ltd

PRI reporting framework 2017

You are in Strategy and Governance » Innovation

Innovation

SG 17. Innovative features of approach to RI

17.1. Indicate whether any specific features of your approach to responsible investment are particularly innovative.

17.2. Describe any specific features of your approach to responsible investment that you believe are particularly innovative.

For investments based on our stock and credit picking model the portfolio managers conduct an ESG analysis simultaneously with the traditional financial analysis for the companies. We do not have a separate ESG specialist. Portfolio managers give an ESG score to each company based on the company's ESG factors. The company is evaluated on the scale from excellent to passable. The score and other ESG risks & possibilities are reflected in valuation and business risk models and therefore affect the weight of the investment in the portfolio.

On the mutual funds' monthly fact sheet, we provide a distribution of these ESG scores. In addition, we can report the distribution of the ESG scores to our clients on a quarterly basis.

17.3. Additional information.


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